Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1077 | 12,137,318,857 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PUBLIC SERVICE ENTERPRISE GROUP INC | COMMON STOCK | 2101 | $862,727 | 12,919 | 0.00 | 0.00 | -13 | -0.10 | 03-31-2024 |
| ADVANCED DRAINAGE SYSTEMS, INC. | COMMON STOCK | 2102 | $858,531 | 4,985 | 0.00 | 0.00 | -736 | -12.86 | 03-31-2024 |
| BLACKSTONE SECURED LENDING FUND | COMMON STOCK | 2103 | $856,625 | 27,500 | 0.00 | 27,500 | +Inf | 03-31-2024 | |
| ISHARES CORE AGGRESSIVE ALLOCATION ETF | EXCHANGE TRADED FUND | 2104 | $850,282 | 11,575 | 0.00 | 0.00 | 366 | 3.27 | 03-31-2024 |
